
Maggie PetrilloMaggie PetrilloWealth Advisor
About Maggie
Maggie Petrillo is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of The Carroll Group, Maggie offers white-glove service and bespoke strategies to the teams' discerning group of high-net-worth individuals who seek personalized attention and tailored advice. She delivers innovative opportunities that align with their specific risk tolerance, goals and wealth management objectives.
In Maggie's holistic approach, she begins with a financial 'snapshot' to assess the entirety of each client's scenario. Calm, even-keeled, analytical and detail-oriented, she has a natural ability to break complex topics down into readily understandable terms.
Maggie has a particular background in guiding executives through appropriate planning to address the complexities of equity compensation, tax impacts and trust and estate considerations to help make the most of these sophisticated transactions. She is especially passionate about engaging with women, many of whom are coming into financial independence for the first time. She guides them in growing and preserving their assets, empowering them to live their best lives on their terms as investors, philanthropists and leaders.
Over a seven-year career that began at Morgan Stanley, Maggie has focused her time on the distinctive needs of high-net-worth individuals. She brings the totality of her background to J.P. Morgan, for the benefit of highly driven clients. Maggie attended Saint Joseph's University, where she earned a B.A. in History and put down roots in Philadelphia. She is currently pursuing an advanced designation to expand on her wealth planning skillset. Active in the community, she is a former board member of the Deaf-Hearing Communication Centre. A native of Wilkes Barre, PA, Maggie has strong family ties and enjoys spending time all together in Isle of Palms, SC—especially when her nephew and niece tag along. She has a beloved dog, Charlie, and likes to travel, run, golf and dabble in photography.
Insights

When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now